NOTE:
I owned shares of the below mentioned counters, and hence have my biases and ulterior motives for writing this post (Evil laughs)
1) UOBKayhian
- 1H earning beats 2020 earnings. UOBkayhian biggest earning segment is trading commission.
- SGX trading volume and value for the last 11 months beats 2020 (11 months)
- US market is seeing new high, Thailand trading volume and value for the last 11 months are also significantly higher than 2020.
- If the 50% payout holds (which is the case for many years), there is a high probability that dividends will exceed last year 9.5 cents. (1H EPS is already 11 cents.)
2) Hotung
- 2020 EPS is 5.42 NT$, and 1H 2021 EPS is already 3.28NT$
- 2021 there is frequent share buybacks, and this is NOT a yearly occurernce
- 2021 there are 2 vested companies of Hotung that are listed. (None in 2020)
- 2021 NTS$ has strengthen against SGD as compared to 2020
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